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Job DescriptionAbout Us: GROW Wealth Partners is a leading financial services firm dedicated to delivering tailored investment solutions and superior client experiences. We specialize in financial planning, wealth management and retirement distribution and pride ourselves on fostering a collaborative and innovative culture. GROW Wealth Partners is partnered with Northwestern Mutual as it is a leading financial services company that provides financial planning services, life insurance, disability insurance, and long-term care insurance. Established in 1857, it is known for its mutual company structure, prioritizing policyholders over shareholders. With a strong emphasis on personalized financial strategies, the company combines expert advisors with digital tools to help clients achieve financial security and long-term growth. GROW Wealth Partners also partners with Northwestern Mutual’s Private Client Group (PCG). PCG represents an elite community for advisors and firms that have the experience, expertise and tools to tailor advisory strategies and deliver best-in-class outcomes for clients. Please learn more about us at . Role Overview: We are seeking a highly skilled and motivated Chartered Financial Analyst (CFA) to join our team. The successful candidate will play a pivotal role in managing investment portfolios, conducting in-depth market research, and strengthening client relationships. This position requires a combination of analytical expertise, market insight, and interpersonal skills. Key Responsibilities: 1. Portfolio Management • Oversee and optimize client portfolios to achieve stated investment objectives., • Perform asset allocation, rebalancing, and performance monitoring., • Develop investment strategies based on client goals, risk tolerance, and market conditions. 2. Investment Research • Conduct comprehensive research on securities, industries, and market trends., • Analyze financial statements, economic data, and market indicators to identify investment opportunities., • Prepare detailed research reports and presentations for internal and client use. 3. Client Relations • Serve as a point of contact for firm clientele, ensuring excellent service delivery., • Communicate investment strategies, market updates, and portfolio performance effectively to clients., • Collaborate with clients to identify and address their evolving financial needs and goals. Qualifications: • CFA designation desired or at minimum through CFA Level I., • Bachelor’s Degree in Finance, Economics, Business, or a related field (MBA preferred)., • 5+ years of experience in portfolio management, investment research, or a related role., • Strong understanding of financial markets, investment products, and asset classes., • Proficient in financial modeling, analytical tools, and portfolio management software., • Exceptional communication and interpersonal skills., • Demonstrated ability to build and maintain client relationships., • Must be able to pass a basic background screening for the securities industry. Preferred Certification Requirements, but required post-employment: • Securities Industry Essentials (SIE) certification required., • Series 7 and Series 63 or 66 certifications required., • Life, Accident, and Health Insurance certification. Why Join Us? • Opportunity to work with a dynamic and experienced team of professionals., • Competitive salary and performance-based bonuses., • Comprehensive benefits package, including health insurance and retirement plans., • Commitment to professional development and growth opportunities., • Hybrid remote policy. Application Process: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and career achievements. Applications will be reviewed on a rolling basis. GROW Wealth Partners is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Powered by JazzHR K55Yn6ltqX

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job DescriptionDescription: Atomus Partners client is hiring for a dynamic Financial Analyst! About our client: three+one® provides liquidity and treasury solutions to public entities, including municipalities, counties, school districts, authorities, higher education institutions (public and private), and nonprofit organizations. We serve as a liquidity data partner that helps simplify cash, banking, and investment decisions so our clients can confidently maximize the value of their cash. Our technology and partnership empowers entities to make data-driven financial decisions. We uncover new sources of income and savings for entities looking to innovate and identify new resources for our clients by identifying all cash as a revenue-generating asset. On average, our work leads to 30% more earnings and 73% more cash being invested confidently. Our core services include: (1) cashVest®, a platform for liquidity monitoring and forecasting, (2) rfpPrep®, a digital tool to streamline banking and investment procurement, and (3) muniBank, a banking fee benchmarking solution. Additional tools are currently in development. The Role: We’re seeking a driven financial professional to help grow one of the nation’s fastest-growing public sector fintech firms. As a Financial Analyst, you will create unique analyses of client data, supporting the optimization of their cash liquidity strategies and increasing resources to communities across the Country. The successful candidate will possess a strong attention to detail, thoughtful problem-solving skills, and a demonstrated ability to present analysis through clear verbal and written communication. A commitment to working collaboratively within a team environment is essential to succeed in this role. Duties and Responsibilities: • Ingest and analyze client data ensuring the ability to accurately report in a timely manner., • Develop monthly and quarterly cashVest reports, analyzing client cash liquidity and treasury data while ensuring data accuracy., • Identify analysis and reporting improvements that enable a deeper dive into client financial data., • Collaborate across teams to support and develop new initiatives., • Use proprietary software to manage and analyze client data., • Prepare ad hoc analyses that support creative problem-solving for clients, helping them maximize their resources while also supporting client retention., • Partner with Client Service Associates to prepare and ingest data for client reporting., • Uphold strict confidentiality regarding all financial data. Requirements: Qualifications and Experience • Bachelor’s degree in Finance, Economics, Mathematics, Information Technology, Public Administration, or a related field preferred., • Previous experience in financial or economic analysis, or in a public service environment, is strongly preferred., • Proficient in Microsoft Office, particularly Excel; skilled in Google Workspace (Gmail, Drive, Calendar). Familiarity with SQL, R, or other programming languages is a plus., • Excellent written and verbal communication skills, with a strong aptitude for strategic planning and project management., • Proven ability to collaborate effectively in a team environment to meet tight deadlines and deliver high-quality results., • Strong organizational and time-management skills; capable of managing competing priorities in a fast-paced, evolving setting., • Comfortable navigating multiple software platforms and virtual meeting tools simultaneously., • Demonstrates intellectual curiosity and a strong commitment to continuous learning and professional development., • Meticulous attention to detail, with excellent organizational and time management abilities., • Self-motivated and capable of working independently with minimal supervision., • Receptive to feedback and focused on continuous improvement., • Comfortable operating in a fast-paced, dynamic, and evolving environment., • Exercises discretion and sound judgment when handling confidential or sensitive financial information., • Strong analytical and problem-solving skills, with a solutions-oriented mindset. Why work at three+one? Benefits: At three+one, we invest in your growth and well-being. Enjoy: • Flexible PTO, • Remote work flexibility based on performance, • Ten paid holidays, • Cell phone stipend, • Pre-tax health benefits and a 401(k) plan Compensation Philosophy: It is important to three+one that potential candidates for this position understand that compensation depends on numerous factors including the geographic location where the role will be performed, skills required, experience, complexity, travel, and market rate. Three+one aims to reward performance and attract top talent with competitive, fair pay and benefits. Please note that the top of the salary range represents exceptional, and/or senior-level positions, that meet all required qualifications. Actual offers take the candidate’s knowledge, skills, abilities, and experience into account. Three+one is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with a disability.?

A company is looking for a Senior Business or Technical Analyst/Investment Applications.

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We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model.In this role you will need to hold an expert level of financial reasoning- a completed or in

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Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.

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Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.

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Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.

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Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.

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Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.

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Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.